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Original filing (PDF)20251014161125NAL0001636467001
ITCON SERVICES, LLC
Form 5500
FILING_RECEIVED
ITCON SERVICES, LLC HEALTH & WELFARE PLAN
Health & welfare plan
Signals · 2
~9065 bps in Sched C feesNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
—
Plan assets (EOY)
$120K
Net assets (EOY)
$112K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 9065 bps in Schedule C fees — 5637% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITCON SERVICES, LLC.
Plan sponsor
Name
ITCON SERVICES, LLC
EIN
26-4491365
Address
8150 LEESBURG PIKE, SUITE 507 · VIENNA, VA · 221822714
Phone
(844) 559-0534
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATIORS, INC | 33-0330036 | — | PLAN SERVICE PROVIDER | $72K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $21K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | NONE | $11K | — |
| TRUST MANAGEMENT SERVICES | 46-3922133 | — | PLAN SERVICE PROVIDER | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.